MyPlanIQ
401k Investor
The Fidelity New Hampshire Advisor 529 Plan
Investment Options
| Total Available Funds: | 12 |
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| Total Available Funds: | 12 |
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| Total Available Funds: | 12 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.97%
* If you find the above investment options have changed, please
email us the latest change or directly
Modify Investment Options
after you login
Model Portfolios 
| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click for Portfolio Details or Follow | 2.4% | 8.7% | 0.8% | 5.4% | 3.6% | 6.1% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
Description
The plan consists of 12 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
The Fidelity New Hampshire Advisor 529 Plan is managed by Fidelity. It provides three investment options: Age-based Portfolio, Static Allocation Portfolios and individual Fund. For the third option, investors can create their own investment mix from the 529 college saving plan portfolios below. The 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the investors to constructs individual 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan-providing portfolios below.
| Fidelity Advisor 529 Diversified International Portfolio Fidelity Advisor 529 Dividend Growth Portfolio Fidelity Advisor 529 Equity Income Portfolio Fidelity Advisor 529 Equity Growth Portfolio Fidelity Advisor 529 Mid Cap Portfolio Fidelity Advisor 529 Intermediate Bond Portfolio Fidelity Advisor 529 Inflation-Protected Bond Portfolio Fidelity Advisor 529 High Income Portfolio Fidelity Advisor 529 Value Strategies Portfolio FA 529 Strategic Income Portfolio Fidelity Advisor 529 Small Cap Portfolio FA 529 New Insights Portfolio |
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For the accouantants of individual funds, only Class-C,D,P is allowed. For more information of the 529 plan, please visit the Fidelity 529 plan website.
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